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Patrick Brewer, CFA

CEO at WealthPlan Group

Patrick Brewer is the Chief Executive Officer (CEO) of WealthPlan Group.14 He has a background in finance and holds the Chartered Financial Analyst (CFA) designation.4

Professional Background

Patrick Brewer serves in multiple leadership roles:

  • CEO of WealthPlan Partners12
  • CEO of Feltz WealthPLAN1
  • Founder of Advisor Growth Experts4

Expertise and Responsibilities

As the CEO, Patrick Brewer has been involved in strategic acquisitions to expand WealthPlan's presence and capabilities:

  • He led the acquisition of EFS Wealth Management Group, which expanded WealthPlan's presence in the Midwest.2
  • Brewer has also been involved in other acquisitions, such as Klauke Investments & Insurance.3

Online Presence

Patrick Brewer maintains an active professional presence online:

  • His LinkedIn profile can be found under the username patrick-brewer-cfa-80993813.4
  • He is also active on Twitter with the handle @pbrewcfa.5

Location

While Patrick Brewer's primary business location is associated with Omaha, Nebraska6, his LinkedIn profile indicates he is based in Austin.4

Patrick Brewer's role as CEO involves leading WealthPlan Group's growth strategy, overseeing acquisitions, and expanding the firm's services in wealth management and financial advisory.2

Highlights

Sep 28 · prweb.com
WealthPlan Acquires EFS Wealth Management Group, Expands ...
Sep 27 · maadvisor.com
WealthPlan Partners Acquires Klauke Investments & Insurance ...
Apr 13 · RIABiz
Altruist's Jason Wenk wins Marty Bicknell's capital as part of $112 ... - RIABiz
Altruist's Jason Wenk wins Marty Bicknell's capital as part of $112 ... - RIABiz
Jul 8 · Business Wire
WealthSource Launches Inaugural ELEVATE Independent Financial Advisor Summit in Las Vegas this October - Business Wire

Related Questions

What are Patrick Brewer's key achievements at WealthPlan Group?
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What is the "Income for Life" financial planning model that Patrick Brewer mentions?
What other companies has Patrick Brewer led acquisitions for?
How has Patrick Brewer's leadership impacted WealthPlan Group's growth?
Patrick Brewer, CFA
Patrick Brewer, CFA, photo 1
Patrick Brewer, CFA, photo 2
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Location

Austin, Texas, United States